Spence Brothers DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spence Brothers
  • Sponsor EIN: 381055820
  • Sponsor Address: 203 S WASHINGTON AVE, SAGINAW, MI, 486071244
  • Plan Type: DC
  • Total Participants: 68
  • Total Assets: $10.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202468$10.6M$1.6M$0
202353$5.9M$371,025$0
202245$4.3M$369,812$0

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